Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
(Erstwhile Canara Robeco Large Cap+ Fund - Regular Plan - Growth)
Fund House: Canara Robeco Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 05-08-2010 |
| Asset Class: Equity |
| Benchmark: BSE 100 |
| TER: 1.67% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,528.68 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 23% | Exit Load: Exit load of 1% if redeemed within 1 year. Same for SIP. |
60.86
0.97 (1.5938%)
13.76%
Benchmark: 16.15%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 8 Months
11 Years 0 Months
13 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to provide capital appreciation by predominantly investing in companies having a large market capitalization. Canara Robeco Large cap+ fund is named to reflect the investment strategy, which is mainly focused on a portfolio that would be concentrated on investing in any of the top 150 stocks ranked on the basis of market capitalization.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.94 |
| Sharpe Ratio | 0.86 |
| Alpha | 0.45 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 33.0 | 21.06 | 15.12 | 20.38 | 14.59 |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 45.46 | 28.63 | 21.22 | 20.24 | 13.24 |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 43.74 | 24.27 | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 42.09 | 24.19 | 16.27 | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 41.36 | 25.4 | 19.13 | 20.5 | 14.82 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 41.3 | 21.71 | 17.04 | 17.54 | 11.42 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 38.65 | 23.88 | 17.04 | 19.9 | 14.34 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 38.05 | 25.62 | 20.15 | 21.45 | 15.27 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 37.78 | 22.76 | 16.87 | 19.42 | 12.72 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 36.87 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
4.06%
Large Cap
88.69%
Mid Cap
7.34%
